Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 3 )

Pensions ( 9 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 13 )

Inheritance Planning ( 1 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 6 )

£100k - £200k ( 2 )

Up to £50k ( 2 )

Client reviews

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Restructuring of a pension portfolio.

How has David Jolly helped you?

David provided practical and professional advise in a very timely manner.

Have you seen the outcome you were hoping for?

All the work was carried out very efficiently and I now have confidence in the new investment portfolio.

What could they have done better?

Nothing that I can think of

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

We had a large lumpsum to invest.

How has David Jolly helped you?

David provides a friendly and personal service to my husband and me. He explains things patiently, clearly and concisely. He is thorough and professional and always actions things promptly and carefully.

Have you seen the outcome you were hoping for?

I am retired . My partner is employed but plans to retire next year. We want to ensure our savings produce the best possible tax efficient return so that we can enjoy our retirement and have a tax efficient inheritance plan.

What could they have done better?

I really can't think of anything!

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

We were very disappointed in the quality of service that we had from one of the major banks. Our investment portfolio nad shown very little growth over about 5 years, so we felt we needed better independent advice.

How has David Jolly helped you?

David communicates very well and is able to answer clearly any questions that we put to him. He takes a genuine interest in what we are doing and is very patient if we fail to grasp any point. Although our portfolio is relatively small he gives us excellent care and attention, taking his time to make sure that we are happy with any ideas he has put to us.

Have you seen the outcome you were hoping for?

We have now been with David for 11 years and have seen our investment grow by about 50% in that time. We have added to the original investment, and are very happy with the way it has performed overall. As expected, there have been occasions when the value has dropped back, but on nothing like the scale we had seen with our previous provider.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Being mad redundant.

How has David Jolly helped you?

Advice on investing pension fund and drawing a pension before retirement age. This is currently being followed by advice on my options after reaching the age of 75 which is currently on going. David takes actions promptly on what we have discussed and is very friendly and attentive he remembers things we have discussed not related to finances.

Have you seen the outcome you were hoping for?

My situation has recently change as my wife passed away two weeks ago and the government is reducing compensation should a bank fail.

What could they have done better?

Cannot think of anything

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

My husband was looking towards planning for the future.

How has David Jolly helped you?

Suggesting products that were suited to our needs.

Have you seen the outcome you were hoping for?

I am now widowed and things are quite satisfactory.

What could they have done better?

David has always been at the end of a telephone to answer any queries or advice I need and I am more than satisfied with his help.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Surrey

How has David Jolly helped you?

David is always very approachable and quick to respond with the appropriate advise when I've required it. During personal dilemma when I may not been thinking that clearly, David has been a reliable ally. The ability to communicate often complex scenarios in a fashion that is easily digestible is another positive.

What could they have done better?

During office presentations occasionally David has a few technological issues, but it generally doesn't detract from the ideas been communicated.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Wiltshire

How has David Jolly helped you?

Revues portfolio regularly and recommends rebalancing when appropriate. Makes recommendations with regards minimising IHT

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Cardiff

How has David Jolly helped you?

Facilitate a thorough assessment of current and future needs following an in depth analysis of outgoings agaianst income. Also encourages assessment of future aspirations and requirements.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Surrey

How has David Jolly helped you?

David has a confident and confiding 'bed-side manner' which encourages an open dialogue. This led to me being able to give him a full brief of my requirements and, on my part, to gain a clear understanding as to his role and charges. Whilst, giving a comprehensive, indeed exhaustive, review of my options, he did so in a manner which made the decisions easy and obvious. The work he puts into his recommendations must take him an extraordinary amount of time and thought. However, his eventual presentation is neither intimidating nor condescending. In short, I feel confident that my affairs are always in good hands.

What could they have done better?

My only quibble with the service I have received from David over many years - and I have told him so - is that his office, which is care-worn and in desperate need of refurbishment, does not match the quality of his work and advise. New clients must be surprised that such an obviously up-to-date professional should work from such a Dickensian office!

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Surrey

How has David Jolly helped you?

Face to face contact at least once a year to review performance of investments. Responds promptly to requests for information and advice. Carries out actions as agreed in short timescales. Keeps informed of changes affecting client and their investments.

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Surrey

How has David Jolly helped you?

David has helped us to develop a financial plan for our retirement, drawing together disparate pensions and savings plans collected over the years and consolidating them into a pensions and savings portfolio that now meets our needs. We are only sorry we did not find him sooner. His advice is clearly set out, comprehensive and well reasoned and we were particularly drawn to his investment philosophy with its emphasis on cost reduction. David is very approachable and professional with excellent technical knowledge and continues to tailor his advice specifically to our needs and delivers value for money. We would have no hesitation in recommending him to others.

What could they have done better?

Nothing that we can think of. If there were, then we know we could talk to him directly about it.

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Surrey

How has David Jolly helped you?

David is very approachable and I think we have a good working relationship and as my knowledge is fairly limited I feel I can trust him.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Surrey

How has David Jolly helped you?

Presentation, explanation of his service, David is a truly professional advisor. I would have no problem recommending David to any one. A pleasure to do business with. Steve & Jackie Holmes.

What could they have done better?

N/A

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Surrey

How has David Jolly helped you?

David communicates very well and is able to answer clearly any questions that we put to him. He takes a genuine interest in what we are doing and is very patient if we fail to grasp any point. Although our portfolio is relatively small he gives us excellent care and attention, taking his time to make sure that we are happy with any ideas he has put to us.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Surrey

How has David Jolly helped you?

Available to provide tailored advice, at short notice with full support

What could they have done better?

Nothing specific

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Surrey

How has David Jolly helped you?

David provides a friendly and personal service to my husband and me. He explains things patiently, clearly and concisely. He is thorough and professional and always actions things promptly and carefully.

What could they have done better?

I really can't think of anything!

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Surrey

How has David Jolly helped you?

Advice on investing pension fund and drawing a pension before retirement age. This is currently being followed by advice on my options after reaching the age of 75 which is currently on going. David takes actions promptly on what we have discussed and is very friendly and attentive he remembers things we have discussed not related to finances.